Account Manager at Wilson M. Beck

Elevate your career as an Account Manager at Wilson M. Beck Insurance Services in Prince George. Leverage your commercial lines experience to manage client accounts and deliver exceptional service.

In this role, you will work closely with Account Producers and Marketers to meet client needs. Your expertise in managing diverse accounts, along with your problem-solving skills, will be key in maximizing retention. You will also organize and attend renewal strategy meetings, ensuring timely document preparation and client correspondence.

Key Responsibilities:

• Support teams with account management duties

• Ensure exceptional client service for maximum retention

• Attend client meetings and internal strategy sessions

• Prepare essential client service documents promptly

• Monitor project expiries and outstanding information

Requirements:

• Level 2 Insurance License is required

• 3 to 5 years of Commercial Lines experience

• Detail-oriented and highly organized

• Effective verbal and written communication skills

• Proficient in Microsoft Office Suite and Applied Epic

Become a key player in Wilson M. Beck, enhancing client relationships and driving satisfaction.
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